It would be helpful to be able to add an attachment from the "Create [Object]" record form. Currently, when creating an object record (i.e. a ticket), users must create the object record, go into the new record, and then attach the file. It would streamline the process and save time to be able to attach the file during the initial record creation step.
I see that there are already enhancements being made to the functionality of attachments (see the thread linked below). Perhaps this could be a part of that.
Absolutely. This is a MUST HAVE for us as we use custom objects for completed contracts, partner agreements with terms and signed documents, claims including invoices etc.... The lack of this functionality makes the process of creating new objects clunky, however much automation we put in place to populate fields and copy information across from associated objects.
Coming to think of it, it would also be useful to be able to add an association label in the associate section. Weird that you can't.
I second, third and fourth this. Whether the record (object) being created is a contract, a payment, a building, a partner.... They all have their own documents that would be attached to them for reference, from invoices and receipts to signed agreements, NDA's or even IDV docs.
Surely this isn't hard to implement? I have got around it by adding FILE fields under properties and adding them to the create record form as unrequired fields. We can upload documents to these fields and they are searchable and clickable in the records properties, but they do not show as attachments in the record itself. It's neat and it works, but its a bit overkill.
